|
⚲
|
| Luna Capital Management LLC
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|
|
|---|---|
| CRD # | 307687 |
| SEC # | 801-136576 |
| CIK # | |
| AUM | $116.4 M (2026-06-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-513-5257 |
| Address | 1799 Bayshore Highway Burlingame, CA 94010 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 36.8 |
| (b) Individuals (high net worth individuals) | 42 | 77.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 116.4 |
| By Discretionary | ||
| Discretionary | 260 | 113.9 |
| Non-Discretionary | 6 | 2.5 |
| Total | 266 | 116.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.4 | |
| Total | 266 | 116.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tidwell Wealth Management LLC
✚
|
CA | 0.1 |
|
Hayes Asset Management LLC
✚
|
NY | 0.1 |
|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
|
Integra Wealth LLC
✚
|
TN | 0.1 |
|
Sturman Wealth Advisors LLC
✚
|
VA | 0.1 |
|
Asset Strategy Retirement Plan Consultants LLC
✚
|
PA | 0.1 |
|
Ebert Capital Management Inc
✚
|
CA | 0.1 |
|
Greenskeeper Asset Management Inc
✚
|
0.1 | |
|
First Light Wealth Advisors LLC
✚
|
NJ | 0.1 |
|
Jaffe Asset Management LLC
✚
|
CA | 0.1 |